Insights Saved Boards

What Is This Feature?

Insights is the core application in Kapost where you can visualize the data generated by your organization’s activity in Kapost. Insights equips you with the information you need to measure your content operation’s performance, and enforce data-driven planning and business decisions.

Kapost users can create three different chart types in their saved boards in the Insights App: Content Charts, Initiative Charts, and Adoption Charts. These customizable charts provide insights to understand the content, initiatives, and team usage of key features of the Kapost platform to help you analyze your content operation.

How It Helps

Set up saved boards in Insights and you’ll see the inner works of your content operation, across all planned, in-progress, and completed content.

Your customizable boards are dashboards that provide total visibility into how well your content is aligned to your strategy, and show you where coverage gaps exist so you can make a plan to fill them and get your content in front of the right people at the right time. They’ll reveal insights like how long it’s taking teams to create certain content and where the bottlenecks are.

Save your boards to share with stakeholders to provide them with data on your content operation and identify what content and campaigns are moving the needle. Use your boards made in Insights to kick off status meetings and check-ins, or include copies in your executive decks, to reinforce your planning and progress in Kapost.

Best Practices

When you’re building saved boards in Insights, you can choose to add one chart or multiple charts to your board at once. You can customize your charts with filters and date ranges to pinpoint specific metrics. Many charts will provide further information by hovering over or clicking on data points.

When you’re ready to report on your Insights data, manage access on your saved boards to share them with other team members and stakeholders, and you can download an image of your charts to timestamp and save for later comparisons.

Data-driven, strategic planning and reporting can only be accomplished with reliable data. The data in your boards relies on the strength and upkeep of your taxonomy in Studio on content and initiatives.

How It Works

Add new charts to your saved boards in Insights by clicking the green Get Started button if you’re making your first board, or by selecting the Add Chart button found in the top left-hand corner of your screen.

You’ll choose the type of chart you want to create: Initiative Chart, Content Chart, or Adoption Chart. Each chart type offers different metrics around your content inventory, operations, internal and external content reach, and the activity of members in your Instance.

You can add multiple charts at one time within a saved board in Insights. Add the same chart multiple times, or multiple different charts.

When you’re creating charts in your boards, keep in mind that all three chart types have similar functionality. (The differences in charts’ functionality and output are detailed in the tables below.)

Clicking on a chart will expand its settings in the left-hand column of your page.

The settings area enables you to edit the chart; filtering options are available on many charts for further customization. For information on chart filters, read this article.

You can copy, download, or delete a chart in the settings area as well as adjust a chart’s date range.

All charts added to a board will be added below the previously added chart. You can change the order the charts appear if you’d like with the arrows in the top right corner of each chart.

Many charts will highlight data by hovering over or clicking on data points.

The table below provides the type of charts you can add to your boards, their metrics category (tab), their functionality, and the value they provide to measure and analyze the content you create in Kapost.

Content Charts

Content Charts return data on your content inventory, across planned, in-progress, and complete content. You have a number of different Content Charts to reference, so keep in mind that you can apply filters on each chart to dissect the data by things like content ownership, key dates, and metadata.

Chart Name (Tab)

Description

Content Stages (Inventory)

Visibility into Your Content

In a quick glance, understand the stages of all of your content. This helps give you an overall view as to how your operations are progressing toward deadlines.

This visualization allows you to compare numbers to your total content count, see if you have enough content in progress or maybe not enough items planned. You can also navigate to the Content Catalog by clicking on the respective boxes for a more detailed view.

Alignment to Initiatives (Inventory)

Grouping Content Strategically

A core message is important to any marketing effort. These graphs help ensure that your team is creating content with that core message in mind.

Ensure that your content is aligned to key strategies by seeing how many assets are added to at least one initiative in the pie graph. For further visibility, you can also select a specific field to break down the information.

Alignment to Strategic Content Fields (Inventory)

Tagging Strength

Where are your team's strongest areas? Which personas or buying stages need more coverage? Use these breakdown charts to ensure that your content is aligned with specific fields and areas that are important to your marketing efforts.

These charts give you the ability to look at your most critical fields and work on building better coverage for them. Select a field to view the distribution of its values across your content and see how often those values are being used.

Strategy Coverage (Inventory)

Field Tag Coverage on Content

Gaps in your strategy are calculated by the Field Tags present on content. Narrow down different fields on different axes to see how well your content is tagged and the success of your content strategy coverage.

As an example, you can plot Personas on the x-axis and Buying Stages on the y-axis. The graph will then tell you how much content you have for each Persona/Buying Stage cross section for the given date range. The more content that exists, the larger the donut. To change the color components of the donut, select a third axis by which to slice the data and hover over the sections for more details.

This graph is useful to see areas where content coverage is strong or weak. It can also be used to highlight strong and weak areas of tagging content.

Content Field Health (Operations)

Ranking Your Tagging Efforts

How well is your content getting tagged today? We use customer data to compare your instance to others and establish a grade for how well your team is currently tagging content in Kapost. See how your instance is doing overall and then dig into the thermometer bars on the right for the specific field rankings, or click on the different sections of the donut chart to get a more focused view of a grade.

The health grades are as follows:

A - 85 - 100%

B - 70 - 85%

C - 55 - 70%

D - 40 - 55%

F - 0 - 40%

Keep in mind that this graph only shows a current snapshot of how well your content is tagged today, it does not respond to the date range chosen at the top of the page.

Average Time to Product Content (Operations)

Content Production Health

Content production time is calculated by the duration of time that Content spends in the In Progress stage before moving to Complete. As an example, if the value for a specific date on the graph is 22 days, then that means that all of the content that moved to Complete on that date spent an average of 22 days in the In Progress stage.

This graph is useful to see how content production is trending over time. You can use this to see your instance's average production time, dig into a particularly successful/unsuccessful month or quarter, and monitor your overall content production health.

Average Days to Complete Content Workflow Tasks (Operations)

Checking Off Workflow Tasks

Workflow task completion is calculated by the time between the previous task getting checked off and when the task in question gets checked off. As an example, if the value for the Review/Edit task for blog post is 5 days, that means it takes an average of 5 days to check off that task once the task before it is checked off.

This graph is useful to pinpoint tasks that may be slowing down your workflow. You can evaluate which tasks take the longest, make workflow changes to address it and watch the average drop. Don't forget you can change the Content Type drop-down in the upper right of the graph to see different tasks.

Gallery: Shares, Views, Downloads,Bitly Clicks (Internal Reach)

There are four different Gallery charts to measure Content Internal Reach via Gallery engagement:

Gallery Shares are calculated every time someone clicks the Share icon (on the Content Tile, Row, or Details) and then selects email, a social channel, or copies the Bitly link. This graph is helpful to see how often your internal teams are sharing the assets you added to the Kapost Gallery.

Gallery Downloads are calculated every time someone clicks the Download icon (on Content Tile, Row, or Details). This graph is helpful to see how often your internal teams are downloading the assets you added to the Kapost Gallery.

Gallery Views are calculated every time someone clicks a Content Tile or Row and accesses the Content Details page for an asset in the Gallery. This graph is helpful to see how often your internal teams are viewing assets you added to the Kapost Gallery.

Gallery Bitly Clicks are calculated every time someone clicks on a Bitly link from the Gallery. This graph is helpful to see how much traffic shares from the Kapost Gallery are driving back to your assets.

Gallery Assets: Most Shared, Most Downloaded, Most Viewed, Most Bitly Clicked (Internal Reach)

There are four different Gallery assets charts you can create to measure internal reach of your top utilized assets:

Most Shared

Most Downloaded

Most Viewed

Most Bitly Clicked

This table calculates the shares, downloads, views, or Bitly clicks for every asset from the Gallery and then ranks them to determine the Top Shared. This graph is helpful to quickly see your top performing assets for a given date range. Use this to inform a content reuse strategy or as inspiration for content in a new initiative.

Some content in this table may have been removed or archived since the stats were collected, and thus, it will not live in Gallery anymore. Those removed or archived titles will not hyperlink to the Content Details page.

Top Gallery Sharers and Downloaders (Internal Reach)

Top Gallery Sharers

This table is calculated by aggregating all shares on Gallery content for each logged in user. This table then ranks each user to display those who has shared the most for the given date range.

Shares are calculated every time someone clicks the Share icon (on the Content Tile, Row, or Details) and then selects email, a social channel, or copies the Bitly link. Downloads are calculated every time someone clicks the Download icon (on Content Tile, Row or Details).

Cross Channel Reach (External Reach)

Multi-Channel Engagements

Cross-Channel Reach is calculated by aggregating engagements across multiple channels. Engagements are calculated as opens for email content, page views for web content, downloads for document content, and video views for video content.

This graph is helpful to see what Content Types in your cross-channel, cross-content marketing efforts are garnering the most touches.

Referral Engagement per Channel (External Reach)

Referrals by Channel

Referral Engagement is calculated by aggregating all incoming traffic across channels where you have shared your content. See the aggregated calculation as a percentage of your total strategy broken down by your selected date range.

This graph is useful to see how changes in your channel strategy affect your content's overall reach. Learn about your strategy, such as, does changing the ratio of paid promotion to social promotion negatively or positively affect the amount of traffic reaching your content over time?

Channels Driving the Most Traffic (External Reach)

Marketing Channels Driving Traffic

This graph shows the percentage breakdown of the five marketing channels that drive traffic back to your content. Drill down into social and paid to see which specific channels are most effective in those categories. This graph is helpful to see which channels are your strongest for driving traffic and if you have any weakest links.

Channels where Content is Most Shared (External Reach)

Social Sharing

This graph has a focus on social sharing and shows the ratio of Facebook, LinkedIn, and Twitter shares compared with each other. Use this graph to make sure you’re sharing where you need to be socially.

Top Engagement Performance and Shares Performance (External Reach)

These two graphs measure the best performing content by engagements and shares:

Top Engagement Performance:Understand what's driving the most reach for your business by filtering to see which standard field tags are receiving the most engagements. "Engagements" are defined as downloads, emails opened, page views, and video views. This graph will show up to ten values under the selected filter and is helpful to see what’s driving the most engagement on your Content.

Top Shares Performance: Filter by a specific field to understand which field tags are garnering the most social shares and which ones you need to improve on. This graph will show up to ten values under the selected filter and is helpful to see what exactly is driving the most Content shares.

Assets: Most Engaging, Most Shared (External Reach)

This graph is helpful to quickly see your best performing assets for a given date range and external action.These two charts show your most shared and engaged-with content:

Most Engaging Assets: This table calculates engagements (defined as opens for email content, page views for web content, downloads for document content, and video views for video content) for every asset and then ranks them to determine the most engaging assets.

Most Shared Assets: This table calculates shares (defined as content shares on LinkedIn, Facebook, and Twitter) for every asset and then ranks them to determine the most shared assets.

Initiative Charts

Initiative Charts expose data about the Initiatives, or the strategic campaigns, you execute in Kapost. Initiative Charts for saved boards fall into two categories: Inventory and Operations.

Chart Name (Tab)

Description

Alignment to Strategic Initiative Field (Inventory)

Where are your team's strongest areas? Which personas or buying stages do you need more coverage on? Use these breakdown charts to ensure that your Initiatives are aligned with specific fields and areas that are important to your marketing efforts.

These charts give you the ability to look at your most critical fields and work on building better coverage for them at the Initiative level. Select a field to view the distribution of its values across your Initiatives and see how often those values are being used.

Alignment to Initiatives (Inventory)

Are you grouping content strategically?

A core message is important to any marketing effort. These graphs help to make sure that your team is creating content with that core message in mind.

Ensure that your content is aligned to key strategies by seeing how many assets are added to at least one initiative in the pie graph below. For further visibility, you can also select a specific field to break down the information.

Average Time to Produce Initiatives (Operations)

Initiative production time is calculated by the duration of time that Initiative spends in the In-Progress stage before moving to Complete. As an example, if the value for a specific date on the graph is 22 days, then that means that all of the Initiatives that moved to Complete on that date spent an average of 22 days in the In Progress stage.

This graph is useful to see how Initiative production is trending over time. You can use this to see your instance's average production time at the Initiative level, dig into a particularly successful/unsuccessful month or quarter, and monitor your overall Initiative production health.

Average Days to Complete Initiative Workflow Tasks (Operations)

Workflow task completion is calculated by the time between the previous task and the task in question getting checked off f. As an example, if the value for the Review Assets task for a given Initiative Type is five days, that means it takes an average of five days to check off that task once the task before it is checked off.

This graph is useful to pinpoint tasks that may be slowing down your Initiative workflow. You can evaluate which tasks take the longest, make workflow changes to address it, and watch the average drop. Don't forget that you can change the Initiative Type drop-down in the upper right of the graph to see different tasks.

Adoption Charts

Adoption Charts enable team managers to understand how their team uses Kapost, help break down silos, and track commitment to process in your content operation.

Chart Name (Tab)

Description

Total Active Members (Members)

Use the Total Active Members chart to understand how many active and inactive users are in your instance.Narrow the scope of this chart by customizing what "active" means for your instance, filtering down to the users you care most about, and defining the dates of when the activity occurred. Once you've configured the chart to your specifications, dive into a detailed list of which users are active or inactive.

Active Member Groups Over Time (Members)

Use this chart to see how active or inactive groups of users are within your instance over time.Narrow the scope of this chart by customizing what "active" means for your instance, defining which groups appear on the chart, and defining the date range of when the activity occurred. Once you've configured the chart to your specifications, you'll be able to see the change in activity over time while comparing groups.